ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,485 | -41.9% | 8,684 | -39.7% | 0.11% | -45.4% |
| Q2 2023 | $1,403,105 | +46.4% | 14,397 | +35.9% | 0.21% | +45.8% |
| Q1 2023 | $958,088 | -63.9% | 10,592 | -66.2% | 0.14% | -65.3% |
| Q4 2022 | $2,657,326 | -4.0% | 31,355 | -10.1% | 0.41% | -2.4% |
| Q3 2022 | $2,769,000 | -5.1% | 34,877 | +0.3% | 0.42% | -1.4% |
| Q2 2022 | $2,918,000 | -14.1% | 34,782 | -1.8% | 0.42% | -11.1% |
| Q1 2022 | $3,395,000 | -24.7% | 35,426 | -15.3% | 0.48% | -25.5% |
| Q4 2021 | $4,511,000 | +12.3% | 41,812 | +2.5% | 0.64% | +9.9% |
| Q3 2021 | $4,016,000 | +34.4% | 40,791 | +34.5% | 0.58% | +31.5% |
| Q2 2021 | $2,987,000 | +56.7% | 30,334 | +44.6% | 0.44% | +44.2% |
| Q1 2021 | $1,906,000 | -27.4% | 20,971 | -31.3% | 0.31% | -30.0% |
| Q4 2020 | $2,626,000 | -0.9% | 30,533 | -12.2% | 0.44% | -2.9% |
| Q3 2020 | $2,650,000 | -17.0% | 34,782 | -23.8% | 0.45% | -22.4% |
| Q2 2020 | $3,193,000 | +111.2% | 45,634 | +73.5% | 0.58% | +81.4% |
| Q1 2020 | $1,512,000 | – | 26,303 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |